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Invesco Dorsey Wright Consumer Staples Momentum ETF

61 hedge funds and large institutions have $36.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

7% more funds holding

Funds holding: 5761 (+4)

1.29% more ownership

Funds ownership: 38.52%39.81% (+1.3%)

4% more capital invested

Capital invested by funds: $35.2M → $36.7M (+$1.5M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$345K -$6.72K -62 -2%
SPC
27
Sigma Planning Corp
Michigan
$340K +$24.9K +230 +8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$287K -$867 -8 -0.3%
PAG
29
Private Advisor Group
New Jersey
$276K +$276K +2,546 New
BEI
30
Benjamin Edwards Inc
Missouri
$255K
MML Investors Services
31
MML Investors Services
Massachusetts
$237K +$237K +2,184 New
JFA
32
JNBA Financial Advisors
Minnesota
$233K -$30.4K -280 -12%
MWM
33
Meridian Wealth Management
Kentucky
$219K
SWM
34
Selective Wealth Management
Virginia
$203K +$205K +1,893 New
Jones Financial Companies
35
Jones Financial Companies
Missouri
$185K +$160K +1,478 +587%
SPIA
36
Steward Partners Investment Advisory
New York
$173K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$161K -$217 -2 -0.1%
MIM
38
MTM Investment Management
South Carolina
$145K
NWM
39
Nova Wealth Management
Florida
$120K +$120K +1,106 New
TFA
40
Transamerica Financial Advisors
Florida
$101K -$12.4K -114 -11%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$93.2K +$542 +5 +0.6%
MCM
42
Manchester Capital Management
Vermont
$65K
BAM
43
Bellevue Asset Management
Washington
$62.9K
CIAS
44
Capital Investment Advisory Services
North Carolina
$61.7K +$108 +1 +0.2%
CAL
45
Capital Analysts LLC
Pennsylvania
$61K -$1.19K -11 -2%
RF
46
Rossby Financial
Florida
$38.3K +$38.6K +356 New
MCM
47
MAI Capital Management
Ohio
$35.8K
NMG
48
New Millennium Group
Utah
$30.3K
AF
49
Atala Financial
California
$21.9K
CICI
50
Capital Investment Counsel Inc
North Carolina
$21.7K